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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,450 | $150,446+37.9% | $136,297+52.2% | $147,585+40.6% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 18.62% | 1049.14%-1030.5pp | 5156.19%-5137.6pp | 578.58%-560.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,482 | $6,631+27.9% | $6,247+35.8% | $5,439+55.9% |
| Admin fee / account holder | $1,504 | $10,906-86.2% | $9,244-83.7% | $10,886-86.2% |